Update loyalty/rewards program records after each visit

Purpose

1.1. Automate update of loyalty/rewards program records after each guest visit to Nuevo Latino restaurant, ensuring real-time rewards, points accrual, and customer profile enrichment.
1.2. Automator links reservation, POS, and rewards programs, ensuring guests’ latest visits automatically reflect in their loyalty account.
1.3. Enables automated eligibility checks, birthday rewards trigger, frequency-based awards, and VIP segmentation for marketing automations.
1.4. Ensures accuracy in customer tier advancement, visit counters, and redemptions by automating all updates post-visit.

Trigger Conditions

2.1. Reservation marked as “attended” in reservation manager.
2.2. POS records guest’s bill as closed/paid.
2.3. Loyalty card scanned or account identified during payment process.
2.4. API webhook receives “visit completed” event.

Platform Variants

3.1. Salesforce
• Function/API: Update Contact Custom Field; Use “afterVisit” trigger in Process Builder or Flow for automation.

3.2. HubSpot
• Function/API: Update Contact Property via Workflows; configure to increment “Visits Count” and set “Last Visited” property.

3.3. Square
• Function/API: Loyalty API “Accumulate Points”; trigger on payment_complete from POS webhook.

3.4. Toast POS
• Function/API: Secure Webhook “Order Paid”; automate POST to “Add Loyalty Points” in backend.

3.5. Zoho CRM
• Feature/Setting: Workflow Rule on “Check-in”; automatic update of loyalty-related custom fields.

3.6. Mailchimp
• Function: Triggered automation using “Tag Contact” on visit; automate entry into customer journey flows.

3.7. Mindbody
• Setting: Post-visit API “Add Visit Count”; automate reward trigger for frequent diners.

3.8. Google Sheets
• Integration: Scripted “Append Row” automation on new visit, automated triggers for external loyalty workflows.

3.9. Oracle MICROS
• Function: Loyalty API endpoint “UpdateMember”; automate update after each POS closure event.

3.10. Paytronix
• API: Automated “Add Visit” call; automate points and tier progression after each transaction.

3.11. BriteVerify
• Feature: Verify email on update, automating clean records before reward is issued.

3.12. LoyaltyLion
• API: Trigger “event/visit” endpoint; automate addition of visits and reward triggers.

3.13. Punchh
• Function/API: Event “add_visit” API; automate visit count, automate engagement notifications.

3.14. Fivestars
• Integration/API: “Add Transaction” event; automate reward logic post-payment.

3.15. Lightspeed
• Function/API: Webhook on “Sale Complete” triggers automated member profile updates in loyalty module.

3.16. Zenoti
• Feature: Appointment completed automation updates loyalty profile.

3.17. AirTable
• Automation: Script/Automation triggers on “Visit Added” row update, automate reward calculation logic.

3.18. Gusto
• HR Automation: Update employee rewards for internal loyalty programs after attended shift.

3.19. Shopify POS
• Function/API: POST “Order Paid”; automate third-party loyalty app integration.

3.20. Clover
• Integration: POS loyalty plugin triggers point increment automation after transaction.

3.21. Stripe
• Feature: Webhook “Checkout Session Completed”; automate loyalty system API call.

3.22. Yotpo
• API: “Create Event” automates points/visit count upon verified purchase.

Benefits

4.1. Automates loyalty and rewards process, ensuring no visit is missed in rewards calculations.
4.2. Reduces manual entry and error through automated workflows.
4.3. Increases guest engagement with automated, real-time rewards and personalized offers.
4.4. Provides up-to-date customer insights for targeted marketing automations.
4.5. Improves customer retention by automating the cycle of recognition and reward.